Altex Momentum
A multi-strategy, profitable and diversified fund
Equities with rising price momentum and solid fundamentals. Combines the Momentum factor with Growth, Quality, Value and High Dividend to build a robust portfolio.
For investors seeking a multi-asset, multi-factor fund that generates value over the long term and across economic cycles.
Performance of the Altex Momentum multi-strategy fund
Why invest in Altex Momentum?
Capturing winning trends
Altex Momentum invests in companies with rising prices and solid financial results, capitalising on the best moment in each marketIntelligent protection
Combines traditional assets such as equities and bonds with tactical hedges on equities and currencies that act as a “shield” to preserve your capital when markets fall.Real and robust diversification
By combining five different strategies (growth, dividends, quality, etc.), your portfolio is resilient across all phases of the economic cycle.Professional and dynamic management
An expert team monitors your investment daily, manages corrections and adjusts risk and currency exposure so that you only need to focus on the long term.Investment philosophy
multi-strategy approach
Investment process: smart selection and active protection
The main equity strategy in this portfolio is Momentum in both its dimensions: company fundamentals and share price. It focuses on the “dual impulse”: the strong financial momentum of the company and the upward trend of its share price.
We use our own method, the result of years of research, which combines two key processes:
- A disciplined stock selection process (with analysis of fundamentals, return stability, management transparency, etc.) and portfolio construction that balances stock valuation and business quality with the optimal entry point. The portfolio is composed of 4 stock selection sub-strategies. Each factor groups a set of companies with specific characteristics we actively seek: High Margin, Shareholder Yield, High Book Return, and Growth. This real diversification by company, sector and factor allows us to maximise stability and growth throughout the entire economic cycle.
- A dynamic risk management approach to reduce the fund’s sensitivity to market movements. We achieve this with active hedging that reduces the portfolio’s net equity exposure through various derivative strategies. Currency exposure from new assets is also dynamically hedged. These hedges are dynamic, meaning they are only activated when necessary.
Historical performance of Altex Momentum
All Altex Momentum documentation, at your fingertips
Your returns matter to us
